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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,554 | $61,356+13.4% | $149,696-53.5% | $71,511-2.7% |
| Participation rate | 13.7% | 62.5%-48.8pp | 78.8%-65.1pp | 67.9%-54.2pp |
| Annual return | 18.20% | 35.86%-17.7pp | 134.46%-116.3pp | 28.86%-10.7pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $894 | $2,920-69.4% | $5,682-84.3% | $4,291-79.2% |
| Admin fee / account holder | $315 | $1,263-75.1% | $13,212-97.6% | $1,588-80.2% |